Quick Add custom resource field values in a proposal
Use Quick Add to create multiple resource field values at once. Alternatively, you can create values one by one, but you'll save more time with Quick Add.
- In the Configuration proposal settings, click Custom Resource Fields.
- Select a custom resource field.
- Click
Edit Values for Selected > Add > Quick Add > Values.
- Enter each value's name and description in a separate row.
- An asterisk in a column name means that it is required.
- Click Create.
Click the Download Excel Template button to get an empty spreadsheet with the same columns. Once you've filled the template in, you can paste everything from there in BOE Pro.
For assistance with BOE Pro, please visit the Deltek Support Center